See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,206 | $78,705-90.8% | $117,854-93.9% | $70,131-89.7% |
| Participation rate | 84.4% | 73.2%+11.2pp | 79.7%+4.8pp | 69.5%+14.9pp |
| Annual return | 14.12% | 23.30%-9.2pp | 335.08%-321.0pp | 73.14%-59.0pp |
| Employer contribution / active EE | $828 | $2,223-62.7% | $3,786-78.1% | $2,342-64.6% |
| Participant deferral / active EE | $1,793 | $3,297-45.6% | $4,482-60.0% | $3,332-46.2% |
| Admin fee / account holder | $408 | $5,065-91.9% | $8,020-94.9% | $4,645-91.2% |